Truist Financial

TFC • NYSE

Truist Financial is a banks - regional company in the financial services sector on NYSE, led by William Henry Rogers Jr., with a market cap of $64.3B. As of Q3 2025, 73% of shares are held by 1,507 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.23%.

CEOWilliam Henry Rogers Jr.

Market Cap$64.3B

Banks - Regional

Financial Services

Employees50.8K

Websitetruist.com

Country

United States of America

Overview

Overview of institutional ownership in TFC as of Q3 2025 with a market cap of $59.0B

All Institutions

Institutions: 1,507
Value Held: $43.1B
Shares Held: 942.7M
Avg Position: $28.6M
Median Position: $854.3K

Hedge Funds

Hedge Funds: 78
Value Held: $1.7B
Shares Held: 37.7M
Avg Position: $22.1M
Median Position: $1.6M

Ownership Breakdown

Institutional (non-HF)

70.19%

$41.4B

Hedge Funds

2.93%

$1.7B

Retail & Other

26.88%

$15.8B

Based on market cap of $59.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in TFC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$5.4B 0.08% of portfolio	9.23% 119.0M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
C Capital International Investors Institution	-	$4.9B 0.80% of portfolio	8.35% 107.6M shares	Q4 2019 Held for 6 years	$617.62B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$4.7B 0.08% of portfolio	7.94% 102.3M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.7B 0.09% of portfolio	4.62% 59.6M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.7B 0.13% of portfolio	2.94% 37.9M shares	≤ Q2 2013 Held for 12y 6m+	$1.33T
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$1.4B 0.86% of portfolio	2.31% 29.7M shares	Q2 2015 Held for 10y 6m	$158.22B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.3B 0.08% of portfolio	2.25% 29.0M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$929.7M 0.06% of portfolio	1.58% 20.3M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$804.2M 0.13% of portfolio	1.36% 17.6M shares	≤ Q2 2013 Held for 12y 6m+	$620.51B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$660.7M 0.04% of portfolio	1.12% 14.5M shares	≤ Q2 2013 Held for 12y 6m+	$1.56T

Net Capital Flow

Institutional buying and selling activity for TFC in Q3 2025

Traded: +$47.3M
Buyers: 732
Sellers: 648
Total Bought: +$2.4B
Total Sold: −$2.4B
Avg Position: $27.0M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$471.4M +10.3M shares	$474.9M 10.4M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$130.5M +2.9M shares	$131.8M 2.9M shares
JENNISON ASSOCIATES LLC Long Only Manager	+$120.1M +2.6M shares	$179.2M 3.9M shares
Azora Capital LP Hedge Fund•Long/Short	+$115.4M +2.5M shares	$115.4M 2.5M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$114.9M +2.5M shares	$122.6M 2.7M shares
S Skandinaviska Enskilda Banken AB Institution	+$65.5M +1.4M shares	$105.5M 2.3M shares
A Appaloosa LP Hedge Fund•Event Driven	+$63.4M +1.4M shares	$63.4M 1.4M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$59.1M +1.3M shares	$151.4M 3.3M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$51.6M +1.1M shares	$106.5M 2.3M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$50.4M +1.1M shares	$61.1M 1.3M shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$236.8M −5.2M shares	$534.2M 11.7M shares
BlackRock, Inc. Institution	−$202.8M −4.4M shares	$4.7B 102.3M shares
HighTower Advisors, LLC RIA/Wealth	−$170.3M −3.7M shares	$55.6M 1.2M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$137.6M −3.0M shares	$426.6M 9.3M shares
PRUDENTIAL FINANCIAL INC Institution	−$114.3M −2.5M shares	$33.4M 731.2K shares
R ROYAL BANK OF CANADA Institution	−$109.6M −2.4M shares	$571.7M 12.5M shares
A Assenagon Asset Management S.A. Institution	−$89.6M −2.0M shares	$61.1M 1.3M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$85.7M −1.9M shares	$1.4B 29.7M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$80.9M −1.8M shares	$140.9M 3.1M shares
BARCLAYS PLC Institution	−$76.8M −1.7M shares	$172.9M 3.8M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited TFC in Q3 2025

New Positions: 42
New Value: $72.7M
Exited Positions: 88
Exited Value: $92.9M

New Positions

Institution	Position Value
A Appaloosa LP Hedge Fund•Event Driven	$63.4M 1.4M shares
T TEMA ETFS LLC Institution	$1.0M 22.5K shares
Summit Financial, LLC RIA/Wealth	$955.0K 20.9K shares
Sterling Investment Management, Inc. RIA/Wealth	$923.0K 20.2K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$634.0K 13.9K shares
BTG Pactual Asset Management US LLC Hedge Fund•Multi-Strategy	$586.8K 12.8K shares
CenterBook Partners LP Hedge Fund•Market Neutral	$567.0K 12.4K shares
B Berkshire Money Management, Inc. Institution	$470.6K 10.3K shares
Myriad Asset Management US LP Hedge Fund•Global Macro	$416.5K 9.1K shares
P Polymer Capital Management LTD Hedge Fund•Multi-Strategy	$356.8K 7.8K shares

Exited Positions

Institution	Previous Position
N North Reef Capital Management LP Hedge Fund•Long/Short	$14.0M 325.0K shares
Trexquant Investment LP Hedge Fund•Quant	$11.1M 257.1K shares
T TRIGLAV SKLADI, D.O.O. Institution	$9.4M 218.4K shares
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	$9.2M 215.0K shares
Grant Private Wealth Management Inc RIA/Wealth	$5.4M 124.7K shares
X XTX Topco Ltd Institution	$5.1M 119.7K shares
M MOORE CAPITAL MANAGEMENT, LP Hedge Fund•Global Macro	$4.1M 95.2K shares
M Mubadala Investment Co PJSC Institution	$4.0M 93.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$4.0M 92.0K shares
Q Quadrature Capital Ltd Institution	$1.5M 34.9K shares

Options Activity

Institutions with the largest Call and Put options positions in TFC as of Q3 2025

Call Positions: 40
Call Value: $463.5M
Put Positions: 39
Put Value: $362.0M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$148.4M 32.5K contracts
J JANE STREET GROUP, LLC Institution	$71.2M 15.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$29.2M 6.4K contracts
R ROYAL BANK OF CANADA Institution	$28.3M 6.2K contracts
A ADAPT Investment Managers SA Institution	$18.3M 4.0K contracts
GOLDMAN SACHS GROUP INC Institution	$17.9M 3.9K contracts
H HSBC HOLDINGS PLC Institution	$16.8M 3.7K contracts
W WOLVERINE TRADING, LLC Institution	$14.4M 3.1K contracts
Walleye Trading LLC RIA/Wealth	$10.0M 2.2K contracts
UBS Group AG Institution	$9.2M 2.0K contracts

Put Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$55.7M 12.2K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$53.4M 11.7K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$36.0M 78.8 contracts
CITIGROUP INC Institution	$28.1M 6.1K contracts
A ADAPT Investment Managers SA Institution	$27.4M 6.0K contracts
GOLDMAN SACHS GROUP INC Institution	$24.6M 5.4K contracts
H HSBC HOLDINGS PLC Institution	$23.9M 5.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$11.8M 2.6K contracts
UBS Group AG Institution	$11.1M 2.4K contracts
R ROYAL BANK OF CANADA Institution	$10.0M 2.2K contracts

Most Committed Institutions

Institutions with TFC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Ategra Capital Management, LLC Hedge Fund•Sector	Jacques [Nmn] Rebibo Chairman	10.31% $14.5M	0.02% 317.6K shares	Q1 2023 Held for 2y 9m	$140.8M
R rhino investment partners, Inc Hedge Fund•Value	John Keith Schneider President	7.67% $23.7M	0.04% 519.3K shares	Q1 2023 Held for 2y 9m	$309.3M
R Reliant Investment Partners, LLC RIA/Wealth	Robert Jay Wagler Member	5.55% $7.1M	0.01% 155.6K shares	Q4 2024 Held for 1 year	$127.6M
Azora Capital LP Hedge Fund•Long/Short	Richard Anthony Reyes CFO	5.35% $115.4M	0.20% 2.5M shares	Q3 2025 Held for 3 months	$2.2B
M MONTGOMERY INVESTMENT MANAGEMENT INC RIA/Wealth	Calvin Scott Koonce Chairman	5.11% $14.6M	0.02% 319.3K shares	≤ Q2 2013 Held for 12y 6m+	$285.8M
C CONTINENTAL ADVISORS LLC Hedge Fund•Long/Short	David Philip Purcell Managing Partner	5.10% $7.6M	0.01% 165.2K shares	Q4 2019 Held for 6 years	$148.0M
P Prana Capital Management, LP Hedge Fund•Long/Short	Peter Barnett Seuss Partner	4.04% $121.1M	0.21% 2.6M shares	Q1 2020 Held for 5y 9m	$3.0B
SHAPIRO CAPITAL MANAGEMENT CO INC Long Only Manager	Louis Steven Shapiro President	3.24% $72.0M	0.12% 1.6M shares	Q2 2025 Held for 6 months	$2.2B
T Teza Capital Management LLC Hedge Fund•Quant	Mikhail Victorovich Malyshev CEO	3.20% $592.4K	0.00% 13.0K shares	Q1 2024 Held for 1y 9m	$18.5M
Griffith & Werner, Inc. RIA/Wealth	Gregory Scott Phelps President	3.07% $5.9M	0.01% 131.4K shares	Q3 2025 Held for 3 months	$193.1M

Hedge Fund Spotlight

Discover hedge funds investing in TFC

Hudson Bay Capital Management LP

Hedge Fund • Multi-Strategy

Portfolio ManagerSander Ross Gerber

Portfolio Value: $14.7B
Positions: 895
Last Reported: Q3 2025

Sector Allocation

Position in Truist Financial

Market Value: $646.5K
Shares Held: 14.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

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